by Leslie Marenco | Jul 28, 2017 | Articles, Retirement
In the sea of financial planning wisdom, there are too few messages about the importance of mindset. Gone are the days when simply saving money was enough to get you to retirement. With pensions practically a thing of the past, it takes more than just a big piggy bank...
by Leslie Marenco | Jul 21, 2017 | Articles, Estate Planning, Trusts
Trusts vary in their structure, funding, and terms, so it’s hard to know how divorce will impact your trust without review. It’s safe to say, without question, your trust (and really your entire estate plan) should be reviewed during your divorce to prevent unforeseen...
by Leslie Marenco | Jul 14, 2017 | Articles, Celebrity Estates, Estate Planning, High Net Worth, Intellectual Property
A celebrity’s image and likeness can continue to produce considerable income after death. This type of intellectual property is considered part of your estate, and the IRS can tax its value. In the case of pop star Michael Jackson’s estate, that recently meant...
by Leslie Marenco | Jul 7, 2017 | Articles, Estate Planning, Wills
Of the handful of major life events that require your serious consideration, few are as emotionally charged as how to leave your assets for loved ones at the time of your death. This often complex process is accomplished via testamentary documents such as wills and...
